JBW (Halesowen) Ltd T/A JPM

Independent Financial Adviser JPM House, Coombs Wood Court, Steel Park Road, Halesowen, West Midlands, B62 8BF
FCA verified
8th October 2018
Our Advisers are all highly qualified and experienced, specialising in Protection, Retirement Planning, Investment Management and Inheritance Tax & Trusts.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Commercial motor
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
Meet our advisers
adviser-person
Gareth Rees Smith DipPFS
Financial Planner
adviser-person
Andrew Windsor DipPFS
Director
adviser-person
Matthew Petrie DipPFS, CeMAP
Financial Planner
adviser-person
David Waldron BScHons, DipPFS
Financial Planner
Where to find us

JPM House, Coombs Wood Court, Steel Park Road, Halesowen, West Midlands, B62 8BF

About us

JPM are General Insurance and Independent Financial Advisers thereby enabling us to provide our clients with a holistic solution to all of their needs. The company was established in January 2006 by two directors who between them had over 40 years of experience in their chosen fields. The company has since been strengthened further by the recruitment of two more consultants with similar levels of experience. We aim to simplify the lives of our clients by maximising use of technology to enhance our offering.

Our services

With the advisers having over 50 years cumulative involvement in the Financial Services sector, our emphasis is and has always been on high quality customer service which builds lasting and trusted relationships with our clients.

By utilising the latest technology we are able to provide a detailed report of your current financial situation and more importantly construct a plan in order that you are able to achieve the lifestyle you desire.

Because we value the relationship we have with our clients we welcome their feedback, which we use to continually evolve our business.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Compliance

JPM is a trading name of JBW (Halesowen) Ltd which is authorised and regulated by the Financial Conduct Authority.
Co. Registration No. 5633018. Registered in England and Wales. Financial Conduct Authority No. is 445837. You can check this on the Financial Conduct Authority Register at the Website: www.fca.org.uk/Register. Registered Address: 15-17 Church Street, Stourbridge, West Midlands, DY8 1LU
Directors Mr A Bullingham and Mr A Windsor

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